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Utilizing Chart Features

How to:

You can utilize the following features when creating chart queries:

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Procedure: How to Rotate a Chart

You can rotate bar, line, and area chart types to change the orientation of the data.

  1. Create a chart query.
  2. Select the Format tab in the Control Panel.
  3. Select Rotate in the Features menu.
  4. Run the chart.

    The chart is rotated 90 degrees clockwise. The following image shows an example of a bar chart that is rotated.

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Procedure: How to Display Reference Lines in a Chart

You can add up to three horizontal (X-Axis) and three vertical (Y-Axis) reference lines to a chart to draw attention to specific data locations.

  1. Create a chart query.
  2. Select the Format tab in the Control Panel.
  3. Select Reference in the Features menu.
  4. In the drop-down menu that opens, select one of the following:
    • Add Reference Line to Y-Axis
    • Add Reference Line to X-Axis

    The Reference Line dialog box opens, as shown in the following image.

  5. In the Value field, type the specific X or Y-Axis value where you want the reference line to be displayed.
  6. In the Text field, type the desired text for the reference line.
  7. Select the desired position of the reference line on the chart using the Position drop-down menu.

    The choices are Above Center, Above Left, Above Right, Below Center, Below Left, and Below Right, as shown in the following image.

  8. Set the desired Color, Weight, and Style values of the reference lines.

    The choices for Weight are 1px Light, 2px Medium, and 3px Heavy.

    The choices for Style are Solid, Dots, Many Dots, Dashed, Dashed Dots, Long Dash, and Mixed Dashes, as shown in the following image.

    Selecting Color opens the color selection dialog box where you can select standard and custom colors. Note that the selected color is applied to both the reference line and the text.

  9. Run the chart.

    The reference line is added to the chart. The following image shows an example of a chart with a reference line added by typing 10000000 in the Value field and Top Selling Product in the Text field using the default Above Center setting for Position.

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Procedure: How to Display Annotation Lines in a Chart

You can add up to eight annotation lines to a chart to draw attention to specific areas.

  1. Create a chart query.
  2. Select the Format tab in the Control Panel.
  3. Select Annotate in the Features menu.
  4. In the drop-down menu that opens, select Add an Annotation.

    The Annotation dialog box opens, as shown in the following image.

  5. In the text input field, type the desired text for the annotation line.
  6. Select the desired position of the annotation line on the chart using the Position drop-down menu.

    The choices are Top Left, Top Middle, Top Right, Middle Left, Middle Right, Bottom Left, Bottom Middle, and Bottom Right, as shown in the following image.

  7. Run the chart.

    The annotation line is added to the chart. The following image shows an example of a chart with an annotation line of text added to it.

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Procedure: How to Display Grid Lines in a Chart

You can add O1 Minor Gridlines and Y1 Minor Gridlines to the O1 Major Gridlines and Y1 Major Gridlines that are displayed by default in a chart.

  1. Create a chart query.
  2. Select the Format tab in the Control Panel.
  3. Select Grid lines in the Features menu.
  4. In the drop-down menu that opens, select or deselect any of the grid line options.

    The O1 Minor Gridlines and Y1 Minor Gridlines options are unselected by default and the O1 Major Gridlines and Y1 Major Gridlines options are selected by default.

  5. To select or deselect other grid line options, repeat steps 3 and 4.
  6. Run the chart.

    The selected grid lines are added to the chart and any deselected grid lines are removed from the chart. The following image shows an example of a chart with both of the optional grid lines (O1 Minor Gridlines and Y1 Minor Gridlines) displaying in the chart, along with both of the default grid lines (O1 Major Gridlines and Y1 Major Gridlines).

Note that you can deselect any of the grid lines, including the default grid lines, from displaying in a chart.

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Procedure: How to Display Trendlines in a Chart
  1. Create a chart query.
  2. Select the Series tab in the Control Panel.
  3. Select Trendline in the Properties menu.
  4. In the drop-down menu that opens, as shown in the following image, the choices are None (the default), Linear, Quadratic, Polynomial, Hyperbolic, Logarithmic, Modified Hyperbolic, Rational, Exponential, Modified Exponential, Log, Quadratic, and Geometric.

  5. Optionally, to display the mathematical equation on the chart for the selected trendline option, select Equation in the Properties menu of the Series tab.
  6. Run the chart.

    The chart displays the selected trendline option. The following image shows a trendline displayed using the Linear option.

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Procedure: How to Customize the Display of Axes Labels in a Chart

You can display, hide, stagger, and rotate both the X-Axis (01) and Y-Axis (Y1) labels by making selections in the Axes drop-down menu.

  1. Create a chart query.
  2. Select the Format tab in the Control Panel.
  3. Select Axes in the Labels menu.
  4. In the drop-down menu that opens, select or deselect any of the following axes display options.
    • Show O1-Axis Labels (selected by default)
    • Show Y1-Axis Labels (selected by default)
    • Stagger O1-Axis Labels
    • Stagger Y1-Axis Labels
    • Rotate O1-Axis Labels
    • Rotate Y1-Axis Labels.

    The two Rotate options provide a choice of None (the default value), 45, 90, and 270 degrees.

  5. To select or deselect other axes display options, repeat steps 3 and 4.
  6. Run the chart.

    The selected axes display options appear in the chart and any deselected axes display options are removed from the chart. The following image shows an example of a chart with both the Rotate O1-Axis Labels and Rotate Y1-Axis Labels options selected and set to 45 degrees.

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Procedure: How to Customize the Display of Legend Labels in a Chart

You can add or remove legend labels from a chart.

  1. Create a chart query.
  2. Add a data source field to the Legend (Series) field container in the Query Design pane.
  3. Select the Format tab in the Control Panel.
  4. Select Legend in the Labels menu.
  5. In the drop-down menu that opens, perform one of the following:
  6. To select another option, repeat steps 3 and 4.
  7. Run the chart.

    The selected legend display options appear in the chart and any deselected legend display options are removed from the chart. The following image shows an example of a chart with the Legend Position set to Right Bottom and the Legend Orientation set to Vertical.

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Procedure: How to Display Data Labels in a Chart

You can rotate bar, line, and area chart types to change the orientation of the data.

  1. Create a chart query.
  2. Select the Series tab in the Control Panel.
  3. Select Data Labels in the Properties menu.
  4. In the drop-down menu that opens, select or deselect any of the following data labels display options.
    • None (the default)
    • Above
    • On top edge
    • Below top edge
    • Center
    • Base
  5. Run the chart.

    The chart displays the selected data labels option. The following image shows data labels displayed using the Center display option.

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Procedure: How to Customize the Display of Markers in a Chart

You can customize the display of data and legend markers in a chart. By default, markers for points of data are not displayed in charts created with InfoAssist. The exception is the scatter chart type, which only displays points of data.

  1. Create a chart query.
  2. In the Query Design pane, select the desired data for which you want to display data and legend markers.
  3. Select the Series tab in the Control Panel.
  4. Select Marker in the Properties menu.
  5. In the drop-down menu that opens, as shown in the following image, the data marker display options are None, Square (the default), Circle, Diamond, Plus, Triangle Down, Triangle Up, Triangle, Right, Triangle Left, Pirate Plus, House, Hexagon, Fat X, Five Star, Six Star, Hourglass, Sideways Hourglass, and Line.

  6. Run the chart.

    The chart displays the selected marker option. The following image shows the selected Plus (sign) marker option used to display points of data on the chart and in the legend for the selected Dollar Sales measure field.

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Procedure: How to Display Measure Data Using Aggregation Options in a Chart

You can display numeric measure data using a variety of aggregation type values other than the default of Sum.

  1. Create a chart query.
  2. Select the desired numeric measure data source field in the Query Design pane.

    The Field tab displays in the Control Panel.

  3. Select Aggregation from the Specific menu or right-click the selected measure field and select Aggregation Functions.
  4. In the pop-up menu that opens, as shown in the following image, the choices are Sum (the default), Average, Count, Percent of Count, First Value, Last Value, Maximum, Minimum, Total, Percent, Row Percent, and Average Square.

    Note: If you change the Measure field container from Sum to Print, Count, or List, it overrides all assigned aggregation type values.

  5. Run the chart.

    The following image shows an example of a chart produced by assigning the Percent (PCT) aggregation option to the Dollar Sales field in the query.

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Procedure: How to Display Traffic Light Conditional Styling in a Chart

You can apply traffic light conditional styling to data displayed in a chart for a selected numeric measure field. By default, the first condition displays values in green and the second condition displays values in red.

  1. Create a chart query.
  2. Select the desired numeric measure data source field in the Query Design pane.

    The Field tab is displayed in the Control Panel.

  3. Select Traffic Lights from the Specific menu.

    The Traffic Light Condition dialog box opens displaying the green light selection fields where you can select and enter green light criteria.

  4. From the drop-down menu below the selected data source field name, choose one of the following relational operators:
    • Equal to
    • Not equal to
    • Greater than
    • Less than
    • Greater than or equal to
    • Less than or equal to
  5. In the field to the right of the operator drop-down menu, enter the desired value for the selected operator to display data values in green in the report output for the selected data source field.

    or

    Select an option from the Values drop-down menu and select the desired data value in the Data Values dialog box that opens. From the Values drop-down menu, as shown in the following image, you can select Fetch All Values from Source, Fetch Values from Disk, Fetch First Value in Source, Fetch Last Value in Source, Fetch Minimum, or Fetch Maximum.

  6. Click Add New.

    The red light selection fields are displayed in the Traffic Light Condition dialog box where you can select and enter red light criteria.

  7. From the red light drop-down menu, choose the desired relational operator.
  8. In the field to the right of the red light drop-down menu, enter the desired value for the selected operator to display data values in red in the report output for the selected data source field.

    or

    Select an option from the Values drop-down menu and select the desired value in the Data Values dialog box that opens.

  9. Click OK when you are ready to close the Traffic Light Condition dialog box.

    In the Traffic Light Condition dialog box:

    • You can delete an existing traffic light condition by clicking the Remove button.
    • You can perform styling and change colors by clicking the Style button. In the Style pop-up menu that opens, clicking the color icon opens the color selection dialog box where you can select a different color than the default green and red colors that appear for the first two conditions. When selecting colors, you can click a color square on the left side of the dialog box or click an area of the color palette on the right side of the dialog box. You can also select colors by typing numbers in the Hue, Sat, Lum, Red, Green, and Blue fields or by using the up and down arrows next to each field to set numeric values.
    • You can add more traffic light conditions by clicking Add New and selecting a different color for each new condition that you add.
  10. Run the chart.

The following image shows the Traffic Light Condition dialog box with criteria to display report output showing Unit Sales greater than or equal to 600000 in green and Unit Sales less than or equal to 599999 in red.

The following image shows the resulting chart that has traffic light conditional styling applied to the Unit Sales data using red and green colors according to the criteria specified in the Traffic Light Condition dialog box.

Note that the chart above also displays data labels for each Unit Sales measure value.

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Procedure: How to Display Smooth Lines in a Chart
  1. Create a chart query and do one of the following:
    • Select the Format tab and select Line from the Chart Types menu.
    • In any type of chart, select the desired numeric measure data source field in the Query Design pane, select the Series tab, select Type in the Properties menu, and select Line. Use this technique to create a chart that displays different types of chart data for different measure fields (for example, bar and line).
  2. Select the Series tab and select Smooth Line in the Line menu.
  3. Run the chart.

    The chart displays smooth lines. The following image shows the Dollar Sales field, which had the Line type applied, showing smooth lines, along with the Unit Sales field displaying bar chart data.

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